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February 24, 2017

Morgan Stanley, UBS Teams Combine in New Breakaway
Texas-based firm’s three partners collectively managed around $750 million.
FAs Will Have Greater Role in Stopping Senior Abuse
Protecting seniors from financial abuse is a priority for regulators.
Merrill Slashes Fees for Some Advice Clients
Maximum fees for fee-based accounts with $1 million or less fall from 2.7% to 2.2%.
Robos, Cybersecurity, Volatility are Top FA Concerns
Charitable deduction caps are also on their minds.
Always Mix Business with Personal (Finances)
Don’t overlook your small-business-owning clients’ single biggest financial asset — their business.
ThinkTank: Macro Economy

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